Test Scenarios
Use these 5 sample businesses to practice running the Business Optimization Assessment and testing the CRM routing.
Apex Manufacturing
Manufacturing
Scenario:Recently improved their assembly line process but hasn't reviewed taxes. Paying high premiums for group health.
Target: R&D Tax Credit / Group Health
Summit Logistics
Transportation
Scenario:Cash flow is tight due to high merchant processing fees on freight invoices. Needs working capital for new trucks.
Target: Merchant Services / Commercial Lending
Creekside Medical Clinic
Healthcare
Scenario:Struggling to retain nurses because competitors offer better benefits. Wants to improve employee take-home pay.
Target: Preventative Wellness Program
Beacon Tech Solutions
Software / IT
Scenario:Three partners, business is growing fast. No formal continuity plan if something happens to the lead developer.
Target: Buy-Sell / Key Person
Main Street Cafe
Restaurant
Scenario:Overwhelmed with payroll administration and compliance. Looking for a simpler back-office solution.
Target: Payroll / HCM